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Capital Group Growth ETF
CGGR

Overview Fund Activity

292 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 173 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
4.23%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
43
Increased
173
Reduced
56
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$287M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$82M
3
CGPCS
3
Capital Group Private Client Services
California
$504M
4
Wells Fargo
4
Wells Fargo
California
$131M
5
Bank of America
5
Bank of America
North Carolina
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.03M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.13M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$24.9M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Cypress Capital
Tennessee
$1.49M +$562K +17,578 +60%
BC
152
Barrett & Company
Rhode Island
$1.44M +$205K +6,418 +17%
RJT
153
Raymond James Trust
Florida
$1.43M +$115K +3,595 +9%
CWC
154
Carolinas Wealth Consulting
North Carolina
$1.38M -$37.7K -1,178 -3%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$1.37M +$315K +9,860 +30%
BFA
156
Beacon Financial Advisory
Ohio
$1.37M +$80K +2,501 +6%
MA
157
Mutual Advisors
Nebraska
$1.36M -$2M -62,457 -59%
HP
158
Holistic Planning
Texas
$1.36M -$228K -7,125 -14%
SWM
159
Spire Wealth Management
Virginia
$1.26M +$79.9K +2,497 +7%
TWM
160
Tradition Wealth Management
Minnesota
$1.2M -$80.2K -2,507 -6%
APP
161
Avantax Planning Partners
Iowa
$1.11M +$1.11M +34,703 New
TWP
162
Tempus Wealth Planning
California
$1.11M +$1.11M +34,681 New
EWA
163
EverSource Wealth Advisors
Alabama
$1.1M +$460K +15,162 +72%
NF
164
NavPoint Financial
Minnesota
$1.08M -$4K -125 -0.4%
EA
165
Everpar Advisors
Oklahoma
$1.07M +$350K +10,944 +49%
RG
166
Retirement Group
California
$1.06M +$1.06M +33,046 New
PCIA
167
Prime Capital Investment Advisors
Kansas
$1.04M +$278K +8,680 +37%
CWM
168
Cornerstone Wealth Management
Missouri
$1.02M -$35.2K -1,100 -3%
LA
169
Latitude Advisors
Florida
$984K +$581K +18,164 +144%
CIAS
170
CFS Investment Advisory Services
New Jersey
$983K +$130K +4,069 +15%
PFA
171
Professional Financial Advisors
Nebraska
$962K +$31.7K +990 +3%
WIP
172
WealthCare Investment Partners
Rhode Island
$961K +$36.3K +1,134 +4%
WS
173
Wedbush Securities
California
$928K -$130K -4,074 -12%
PWW
174
Pettyjohn Wood & White
Virginia
$924K -$1.76K -55 -0.2%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$906K +$485K +15,168 +115%
5 6
7
8 9